Winslow Evans & Crocker’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Winslow Evans & Crocker’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$358K	Buy	8,970 +6,780	+310%	+$247K	0.07%	238
2020 Q3	$72K	Hold	2,190	–	–	0.02%	405
2020 Q2	$68K	Sell	2,190 -596	-21%	-$17.3K	0.02%	413
2020 Q1	$72K	Sell	2,786 -704	-20%	-$22.9K	0.02%	376
2019 Q4	$126K	Buy	3,490 +636	+22%	+$21.6K	0.03%	359
2019 Q3	$92K	Buy	2,854 +264	+10%	+$8.25K	0.03%	410
2019 Q2	$82K	Buy	2,590 +896	+53%	+$27.4K	0.02%	435
2019 Q1	$52K	Buy	1,694 +730	+76%	+$21.4K	0.01%	483
2018 Q4	$26K	Buy	964 +224	+30%	+$6.5K	0.01%	595
2018 Q3	$24K	Hold	740	–	–	0.01%	630
2018 Q2	$24K	Hold	740	–	–	0.01%	648
2018 Q1	$22K	Hold	740	–	–	0.01%	626
2017 Q4	$22.1K	Hold	740	–	–	0.01%	636
2017 Q3	$20.6K	Buy	740 +1	+0.1%	+$27	0.01%	653
2017 Q2	$20K	Buy	+739	New	+$19.8K	0.01%	751

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winslow Evans & Crocker's RDVY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 310% in Q4 2020, buying an estimated $247K and bringing the position to 8,970 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #238.

Winslow Evans & Crocker first reported a position in RDVY in Q2 2017 and has held it in 15 quarters since. 155 funds tracked by Wall St. Rank hold RDVY as of Q4 2020.

Winslow Evans & Crocker held 8,970 shares of First Trust Rising Dividend Achievers ETF worth $358K as of Q4 2020.
Winslow Evans & Crocker bought 6,780 First Trust Rising Dividend Achievers ETF shares in Q4 2020, an estimated $247K.
First Trust Rising Dividend Achievers ETF made up 0.07% of Winslow Evans & Crocker's portfolio in Q4 2020, its #238 holding.
Winslow Evans & Crocker first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 15 quarters since.
155 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.